13F Insight
DOSSIER · 13F-HR · Q1 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

INVESTMENT ASSOCIATES /ADV's asset manager based in Boston, MA — $420M in tracked AUM across 31 positions as of Q1 2026.

IA
INVESTMENT ASSOCIATES /ADV·Boston, MA·Asset Manager
CIK 0000052024 · last filed Mar 31, 2026
Total AUM
$420M
▲ 17.8%
vs prior
Holdings
31
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HII
HUNTINGTON INGALLS INDS INC
$44M115K10.4%
02
TLT
ISHARES TR
$40M461K9.5%
03
UBER
UBER TECHNOLOGIES INC
$36M494K8.5%
04
MOH
MOLINA HEALTHCARE INC
$31M233K7.4%
05
BSM
BLACK STONE MINERALS L P
$29M1.9M6.8%
06
BTI
BRITISH AMERN TOB PLC
$26M450K6.3%
07
LBRDK
LIBERTY BROADBAND CORP
$24M467K5.6%
08
TFIN
TRIUMPH FINANCIAL INC
$21M354K5.0%
09
EPD
ENTERPRISE PRODS PARTNERS L
$20M539K4.9%
10
PM
PHILIP MORRIS INTL INC
$20M120K4.7%

Filing history

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